Heritage Life Insurance Successfully Deployed Creatio’s Codeless Platform to Reinvent CX with Help from Tata Consulting Services


U.S. Reinsurance Industry Leader Revises How It Serves Customers With Creatio’s Codeless Platform

BOSTON, November 3, 2021 / PRNewswire-PRWeb / – Creation, a global software company that provides a leading no-code / low-code / no-code platform for process management and CRM, today announced that Heritage Life Insurance has successfully deployed Creatio in partnership with Tata Consultancy Services. Heritage opted for Creatio’s innovative platform that combines code-free capabilities, a BPM engine and world-class out-of-the-box applications for sales, marketing and service to replace their bulky legacy system and thus improve customer service in their growing organization.

Heritage is a company with over 60 years of experience in providing clients with the best insurance services. The company’s exceptional team brings a wealth of knowledge to annuity reinsurance and life insurance products. Heritage wanted to implement low-code / no-code tools to ensure that CSRs meet the current needs and demands of policyholders. Among their main requirements for the system were the ability to create a complete IT landscape for the management of acquired business lines, full compliance with security standards for assurance activities and customer-specific processes, no-code tools. / low-code for deep customization and automation of industry-specific workflows and software intuitiveness for easy adoption.

Heritage Life Insurance needed to intensify its customer relationship management and the automation of its business processes after acquiring two lines of insurance business with all associated customer data. This move drove their transformation agenda using Creatio’s intuitive and easy-to-use codeless platform.

“Creatio’s code-less platform enables digital and IT leaders to quickly and easily automate workflows and streamline operations. We are happy to partner with Tata Consultancy Services and Heritage Life. It is inspiring to see how our offering is helping the leader in insurance accelerate its growth, “mentioned Andy Zambito, Sales Director, Americas, Creatio.

Creatio provided Heritage Life Insurance with a single platform for contact center, workflow management, document management and customer communications, while migrating 20 years of live data and archival related to policies, records and clients. The new system will allow every Heritage customer to benefit from first-class after-sales service for policy reviews and will simplify work with applications and policies for company employees.

About Creatio
Creatio is a global software company providing a leading low-code platform for process management and CRM. The company has been highly recognized as a market leader by leading industry analysts. Its smart products accelerate sales, marketing, service and operations for medium and large businesses. With hundreds of partners, Creatio is present in 110 countries around the world.

For more information, please visit http://www.creatio.com

About Tata Consulting Services
Tata Consultancy Services is an IT services, consulting and business solutions organization that has partnered for more than 50 years with many of the world’s largest companies on their transformation journeys. TCS offers an integrated portfolio of business, technology and engineering services and solutions, focused on consulting and knowledge-driven. This is ensured by its unique Location Independent Agile â„¢ delivery model, recognized as a benchmark of excellence in software development.

Part of the Tata group, india The largest multinational commercial group, TCS has more than 488,000 of the world’s best-trained consultants in 46 countries. The company generated consolidated revenues of US $ 22.2 billion during the closed financial year March 31, 2021, and is listed on the BSE (formerly Bombay Stock Exchange) and the NSE (National Stock Exchange) at India. TCS’s proactive stance on climate change and award-winning work with communities around the world has earned it a place in major sustainability indices such as the MSCI Global Sustainability Index and the FTSE4Good Emerging Index. For more information visit http://www.tcs.com and follow the TCS news on @TCS_News.

About Heritage Life Insurance
Heritage Life Insurance was founded in 1957 as a life and disability insurance company, and has since established strong relationships with international money center banks, credit facilities, major financial companies and industrial service providers. . Heritage is also a member of the Federal Home Loan Bank of Dallas, which is part of the Federal Home Loan Bank System established by Congress in 1932. As of 12/31/20, Heritage had total assets of approximately $ 7.3 billion and the total adjusted capital exceeding $ 1 billion, ranking it among the top 100 American life insurance companies. For more information on Heritage Life Insurance, please visit https://www.heritageli.com/.

Media contact

Pierre Moran, Indicate media, (347) 880-2895, [email protected]

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